VALUE: After Hours (S07 E32): Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital
During their recent episode, Taylor, Carlisle, and Kai Wu discussed:The Four Pillars of IntangiblesGAAP vs. IntangiblesAmazon and the J-CurvePhDs Good, MBAs Bad: Sorry Business SchoolValue Investor Buying Big TechCapEx, AI, and the Prisoner’s DilemmaSmall Caps vs. Large CapsTrade Wars and IntangiblesYou can find out more about the VALUE: After Hours Podcast here – VALUE: After Hours Podcast. You can also listen to the podcast on your favorite podcast platforms here: Apple Podcasts Breaker PodBean Overcast Y ...